Contains Lookup Query

Searches for fields that contain specific string of data.

  • Used for security product cross reference
  • Keyword Code searches
  • Insurance Policy and Investment Account Lookups
  • Will search for any string of data in any selected field without a complicated advanced ACT! Query.

 

 

Contact Management Software for Financial Planners, Investment Advisors, and Insurance Professionals - Act4Advisors 2.0